Install Profit.co OKR Software app in Jira software

Configure Profit.co in Jira Software

To perform this task, you must have Jira administrator email credentials. The same email id should be used to sign-up into Profit.co.

Step 1:

In your project, create a new issue.

Manage Apps

After creating, go to the Issues option on the left screen and create a new issue.

When you click on the newly created issue you will be able to see the Profit.co authentication page in the right side wizard.

Manage Apps

Enter your email id and Jira user name / password. Click on the Submit button.

Note: The email id should be the one you used to sign up to Profit.co and it must be the same as Jira administrator email id. If any of the assignees in the project have completed the authentication process, other user’s won’t need to enter the credentials every time.

Step 2:

Why are we using webhook?

Jira epics are created as key results in Profit.co. In order to track the epic progress, you need to create a webhook listener that can track events such as Issues created, updated, and deleted.

By calling these webhook listeners profit can track the epic progress and update the key result/task linked to it.

Click on the Settings icon on the top right corner of your screen and choose System.

Open Issues

Select Advanced → Webhooks in the left menu to open the Webhooks page, which shows a list of all existing webhooks.

Open Issues

Step 3:

Click the Create a WebHook button to create a new webhook listener for Profit.co application

Create a Webhoook

Once you click the Create a WebHook button, you can see the form submission. Enter the Name in the Name column and Enter the URL in the URL column you need to give “https://api.profit.co/app/awh/jwe”. In below you need to select the Issue type under Issue column and click Create button to save your changes.

Create a Webhoook
 

Create JIRA Epic as a key Result in Profit.co

Profit.co for Jira plug-in allows you to automatically create your Jira epic as a key result under any of your OKRs in Profit.co.

You can track the progress of the linked OKR in your Jira epic.

Step 1:

Login to the Jira and view the epic from the list. Navigate to the detail page of the Epic you want to create as a key result in Profit.co OKR software.

Improve Streaming

Step 2:

In the Epic, click on Profit.co from the right side wizard.

Link Profit.co OKRs

Step 3:

While clicking on the Click to view all/linked OKRs, it will display the title “All My OKRs” in the right side wizard

Admin-create-webhook

Step 4:

Below the title “All My OKRs”, the OKRs level dropdown will be displayed

  • a. By default, Individual-level will be selected from the filter
    • i. Below the filter, it will display all the Individual level OKRs
  • b. Users can view all other OKRs levels by selecting from the dropdown
    • i. The corresponding OKRs will be displayed below the filter option
Department

Step 5:

In the OKRs list, users can see the [+] icon which is displayed next to the Objective name

Add KPI

Step 6:

Clicking on the [+] icon will display all the KPIs below the Objective name

Note: The user who has access to create OKRs in that particular OKR level can view this [+] icon

dashboard

Step 7:

Next to the KPIs name, users can see the Select button

Select Epic Story

Step 8:

Clicking on it will display the summary of the selected KPI

Epic Summary

Step 9:

If the user wants to link this KPIs with the Objective, they can click on the Add button

Add Epic Summary

Step 10:

Once the user links any KPI with the Objective, the details of the Key Result which is linked with the KPI will be displayed.

Unlink-OKRs

It will be reflected in the corresponding user’s Profit.co firm too

Reflected in All My OKRs

Step 11:

If the user wants to unlink the selected KPI from the Objective, they can click on the “Unlink” icon which is displayed next to the Objective name

Unlink-OKRs

It will be reflected in the corresponding user’s Profit.co firm too

Step 12:

If the user wants to go back to All My OKRs, they can click on the “Back to All My OKRs” option which is displayed with the “<-” on the top of the detailed page

Back to All My OKRs

Step 13:

After clicking on the Back option, the OKR list page will be displayed. The [+] icon will not be displayed in the Objective, once it is linked with any KPIs

Go to Linked OKRs